CRM Cleanup + Lead Recovery — $500

Stop Losing Leads
From a Messy CRM

I help small service businesses clean up their CRM, simplify follow-up, and fix lead leaks before they cost more booked jobs.

Request a CRM Review See What's Included

✦ Practical systems. ✦ Faster follow-up. ✦ Fewer missed opportunities.

Sound Familiar?

If this sounds familiar,
your system is leaking money

⏳

Leads sit too long before first follow-up

🗂️

Your pipeline is confusing or outdated

👥

Team members are handling leads differently

❓

Nobody is sure what happens next after an inquiry

🔥

Hot leads go cold because there is no consistent process

The Offer

CRM Cleanup + Lead Recovery Setup

$500 flat rate · one-time
  • ✓ Clean up and simplify your pipeline stages
  • ✓ Review your current lead flow from inquiry to close
  • ✓ Identify exactly where leads are being lost
  • ✓ Improve your follow-up structure and timing
  • ✓ Recommend one simple automation or system fix
  • ✓ Delivered in 5–7 business days
Apply for a CRM Review
No bloated consulting. No endless meetings.
Just a cleaner system that helps you follow up faster and lose fewer leads.

The Process

How it works

01

Apply for a CRM Review

Fill out a short form so I can understand your current setup, tools, and where things feel broken.

02

I Identify Leaks & Cleanup Opportunities

I dig into your pipeline, follow-up flow, and lead handling to find exactly what's costing you deals.

03

You Get a Cleaner, Usable System

Delivered in 5–7 days: a simplified CRM setup with clear follow-up steps you can actually use.

Want me to take a look at your CRM and show you what's broken?

Apply Here

Built for small businesses that need practical systems, not more complexity.

Get Started

Request Your CRM Review

Takes about 3 minutes. I'll review your answers and reach out within 1 business day.

Your info is private and never shared. I'll respond within 1 business day.